Excel Legacy Group, LLC
Phone
414-750-2901
Description
Excel Legacy Group, LLC is a professional services firm that specializes in the establishment and administration of Employee Stock Ownership Plans (ESOPs). Our team of consultants, lawyers, and investment bankers have years of experience helping companies determine whether and how to establish an ESOP http://businesspod.biz/why-choose-an-esop/. We are committed to providing our clients with the highest quality service and support possible, from start to finish. Upon completion of our services, we will also organize and execute a company event to celebrate and communicate these new changes for your employees and communities. For more information about our services, please visit our site at https://excellegacygroup.com/employee-ownership/ and https://excellegacygroup.com/blog/.
Hours
Hours
Mon to Fri - 9 AM - 5 PM
Sat - Special Appointments only
Sun - Closed
Mon to Fri - 9 AM - 5 PM
Sat - Special Appointments only
Sun - Closed
Payment Types
Check / Cheque, Master Card, Visa, Invoice, PayPal, Wire Transfer
Year established
2020
Categories
Financial Planning Consultants, Retirement Planning Services, Business Management
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